How does the advisor help clients – Key Takeaways:
Social Impact Investments Inc. offers a range of financial services to help clients achieve their financial goals while also creating positive social impact.
Facts and Insights
Here are some key facts and insights to know about Social Impact Investments Inc.:
| 2019 | 2020 | 2021 | |
|---|---|---|---|
| Assets Under Management | $500 million | $600 million | $700 million |
| Number of Advisors | 15 | 20 | 25 |
| Time in Business | 10 years | 11 years | 12 years |
As you can see, Social Impact Investments Inc. has experienced steady growth over the past three years, with an increasing number of advisors and assets under management.
Financial Services Offered
Social Impact Investments Inc. offers a range of financial services, including:
- Investment management
- Retirement planning
- Estate planning
- Tax planning and preparation
- Socially responsible investing
The company’s goal is to help clients not only achieve their financial objectives but also make a positive impact on society through their investments.
Client Types
Social Impact Investments Inc. works with a diverse range of clients, including individuals, families, and businesses. The company strives to provide personalized financial strategies that meet the unique needs and goals of each client.
Fees & Compensation
Social Impact Investments Inc. follows a fee-based model, meaning that advisors are compensated through a percentage of the assets under management. This ensures that the company’s interests are aligned with the clients’ interests, as the more the assets grow, the more the advisor is compensated.
Background
Social Impact Investments Inc. was founded in 2009 by a team of financial experts who shared a vision of creating a better world through socially responsible investing. The company has since grown and expanded its services, but their mission remains the same: to use the power of finance for good.
Financial Advisor Disclosures to Know
As with any financial advisor, it’s important to be aware of any potential conflicts of interest that may arise. Social Impact Investments Inc. is transparent and upfront about their disclosures, which include:
- Compensation from third-party companies for recommending their products
- Referral fees for referring clients to other services
- Ownership of securities in companies they recommend
While these disclosures may seem concerning, Social Impact Investments Inc. is committed to acting in their clients’ best interests and disclosing any potential conflicts of interest. They encourage clients to openly communicate and ask questions to ensure complete transparency and understanding.